Estate Planning

The estate planning and tax attorneys at Ryley Carlock & Applewhite assist individuals, families and business owners in the transfer of personal wealth from one generation to the next, while minimizing family conflict and expense and maximizing tax savings. They are experienced in preparing complex estate planning documents, including wills, revocable trusts, irrevocable trusts, charitable remainder trusts, charitable lead trusts, GRATs and intentionally defective grantor trusts. They handle all aspects of the administration of a decedent’s estate and prepare estate and gift tax returns. With the assistance of the firm’s experienced litigators, they frequently represent individual and corporate fiduciaries in trust and estate litigation.

Our Estate Planning lawyers have developed substantial expertise in federal and state tax law and apply that knowledge to assist in planning needs. We have worked closely with trust officers, accountants, life insurance agents, and other professionals in dealing with complex post-mortem tax planning, as well as tax issues with the Internal Revenue Service involving estates and trusts.

We also provide expertise in probate and trust administration, post-mortem tax and succession planning, and retirement and employee benefit distribution planning.

Estate planning does not occur in a vacuum, and our attorneys are experienced in a wide variety of tangential issues, including entity selection and formation, shareholder agreements, business purchase agreements, deferred compensation, and family business structures. Attorneys with expertise in other practice areas, including real estate, corporate, and employee benefits law, often assist in estate planning issues arising in the course of creating a comprehensive estate or business plan, or probating an estate.